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Sunbelt Securities’s Privia Health PRVA Stock Holding History

Sunbelt Securities’s Portfolio PRVA Stock Details PRVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$453 Buy
22
+17
+340% +$383 ﹤0.01% 2313
2025
Q4 		$119 Hold
5
– – ﹤0.01% 2513
2025
Q3 		$124 Buy
+5
New +$108 ﹤0.01% 2483

Other funds holding PRVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sunbelt Securities's PRVA Position: Q1 2026 in Review

Sunbelt Securities increased its Privia Health (PRVA) stake by 340% in Q1 2026, buying an estimated $383 and bringing the position to 22 shares worth $453. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Sunbelt Securities first reported a position in PRVA in Q3 2025 and has held it in 3 quarters since. 293 funds tracked by Wall St. Rank hold PRVA as of Q1 2026.

  • Sunbelt Securities held 22 shares of Privia Health worth $453 as of Q1 2026.
  • Sunbelt Securities bought 17 Privia Health shares in Q1 2026, an estimated $383.
  • Privia Health made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2313 holding.
  • Sunbelt Securities first reported a position in Privia Health in Q3 2025 and has held it in 3 quarters since.
  • 293 funds tracked by Wall St. Rank held Privia Health as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.